Investing and saving

Investing is the cornerstone to accumulating wealth. To make sure you’re getting the most out of your money, it’s important to understand what investment options are best for you. I can help show you how to construct a financial strategy that best achieves your goals and dreams. 

I can offer you an extensive range of planning options and support to help meet your investment needs, including: 

  • Registered Education Savings Plans (RESPs) 
  • Registered Retirement Savings Plan (RRSPs) 
  • Registered Retirement Income Funds (RRIFs) 
  • Tax-free savings accounts (TFSAs) 
  • Registered Disability Savings Plans (RDSPs)  
  • Locked in Retirement Accounts (LIRAs) 
  • Lifetime Income Funds (LIFs) 
  • Income annuities 
  • Pension plans 

Learn more on the Investments page

Life, critical illness and disability insurance

Life insurance is a critical part of your and your family’s financial security plan. What would happen to your family if you didn’t make it home tonight? Would there be enough resources to protect them? What would happen if you got seriously ill and had to step away from work? 

You can’t control everything that happens in your life, but a plan can help you minimize loss. There are a variety of options that can protect you and your loved ones from unforeseen circumstances. These options include: 

  • Life insurance 
  • Critical illness insurance 
  • Disability insurance 

Learn more on the Insurance page.

Business solutions

Your business should also be a part of your financial security plan. You’ve worked too hard to build it, so make sure you’re protected against the unexpected. There are variety of options that can help, including: 

  • Life insurance for business owners 
  • Health insurance for business owners 
  • Investing and savings 
  • Retirement 

Learn more on the Business owners page.

Mortgages

Buying your dream home can be one of the biggest financial decisions of your life. To choose the right mortgage, you need to consider things like your down payment, payment frequency and interest rate.  

Home buying can be stressful and time-consuming enough as it is; let us help make your experience as seamless as possible. Options include: 

  • Traditional mortgage 
  • All-in-one mortgage 

Learn more on the Mortgages page

Workplace benefits

Offering a benefit plan allows you to give your employees further security in their lives and gives you a tax advantage savings to the business. All benefit plans can be tailored and customized to match the needs and wants of your business and employees. Options include: 

  • Dental benefits 
  • Health and medical benefits 
  • Long and short-term disability benefits

Learn more on the Insurance page.